智通财经APP获悉，瑞银发布研报称，预期小米集团-W(01810)AIoT业务在次季将保持快速增长，预测次季及全年的AIoT销售额分别为366亿及1,406亿元人民币，同比增长37%和35%。该行将集团次季及全年盈测分别下调10.4%和5.5%，目标价由62港元降至60港元，续予“中性”评级。
据统计，小米次季的智能手机销量为4,100万部，同比增0.5%，按季升1.5%。当中，中国市场在补贴及618购物节的带动下，销量同比增长8%。受惠于新兴市场及中国中高阶市场占有率提升，预期小米全年总销量达1.75亿部。由于中国618促销活动令均价下跌，加上新兴市场贡献占比扩张抵销了持续高端化的贡献，预期第二季智能手机毛利率将按季大致持平于11.6%。
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